Published by Firmary, which makes one of the products listed here. How we choose
Seven tools on six columns that decide how a tax season goes: how you pay, organizers, document collection, 8879 e-signing with KBA, the link to your tax software, and return tracking. Cells come from each vendor’s own pages, checked on 10 Nov 2026, in alphabetical order.
Firmary is ours. It’s practice management software for US accounting, bookkeeping, and tax firms,1 and it doesn’t integrate with tax software.2 Its row shows where that leaves it in season.
Firmary publishes this site and makes Firmary, one of the products below. It’s labeled “Ours” wherever it appears.
| Product | How it’s priced | Tax organizers and questionnaires | Document requests | E-signing | Tax software links | Recurring work and checklists |
|---|---|---|---|---|---|---|
| Canopy | Per user, with per-client credits for AI intake (from $34 a credit) and Tax Resolution at $50 per user per month.3 | Customizable questionnaires and organizers; AI-generated intake uses per-client credits, with 5 included per plan.4 | Client requests, document checklists and automated reminders.5 | E-signing on every plan; KBA at $1.25 per credit as of 10 Nov 2026.6 | Saves files from UltraTax CS, Drake Tax, Lacerte and ProSeries; CCH Axcess and ProConnect Tax return-status links are marked coming soon.7 | Tasks and projects can repeat on a scheduler, with role-based assignment and task automations, on every plan.8 |
| Drake Tax | Guided Organizer is labeled coming soon.12 | Client checklists built from prior-year data, with uploads matched to checklist items automatically.13 | Drake E-Sign needs a Drake Portals subscription; KBA signings cost $2.50 down to $1.75 each by volume, with a 5-event minimum.11 | Drake Workflow connects with Drake Tax, Drake Tax Online, Drake Portals and Drake E-Sign.14 | Drake Workflow shows every return in the pipeline, with statuses updated from activity across Drake tools.15 | |
| Firmary OursWaitlist | Not published.16 | None. Firmary doesn’t integrate with tax software.2 | Not offered today.17 | |||
| Karbon | Per user, with no reduced rate for seasonal or part-time users.21 | Through the StanfordTax integration, which builds personalized organizers from the firm’s tax software and updates progress in Karbon.22 | Requests and file uploads on every plan; reminders go out automatically only on Business and Enterprise.23 | Sold as credit bundles, from 100 credits for $100 to 4,000 for $2,000; a KBA request uses two credits, as of 10 Nov 2026.24 | ProConnect Tax (Intuit): returns become repeating work items and statuses sync. Drake Tax, Lacerte, UltraTax CS and CCH aren’t listed as of 10 Nov 2026.25 | Work templates, scheduled recurring jobs and workflow statuses on all plans.26 |
| Liscio | Per user, plus a charge for each organizer and tax delivery.27 | Smart Tax Organizers read the client’s prior-year Form 1040 to build the request list and send reminders; individual returns only this season.28 | Client tasks and requests with due dates; Smart Client Requests open from a secure link with no app or password.29 | Client tasks, requests and due dates; recurring templates and return status aren’t listed on its pricing page as of 10 Nov 2026.33 | ||
| Soraban | Not published.34 | A tax organizer isn’t described on its Collect page as of 10 Nov 2026; Collect sends guided document requests instead.35 | Collect tracks every outstanding document and sends targeted reminders; clients follow a step-by-step flow with no app to download.36 | Deliver sends the return packet in one link for Form 8879 e-signature and payment; KBA isn’t mentioned on the Deliver page as of 10 Nov 2026.37 | Connect posts extracted data into UltraTax CS, Lacerte, Drake Tax and CCH Axcess; ProConnect Tax is marked coming soon.38 | |
| TaxDome | Per active client, with 20 seats included; a client counts as active after any activity in the past 12 months.41 | Request lists show which documents each client has sent, and reminders go out automatically.44 | Unlimited e-signatures, KBA signature requests and audit trail certificates, included.45 | Reads prior-year returns from Drake Tax, ProSeries, UltraTax CS, ATX, CCH Axcess or Lacerte, and takes finished returns from any tax software that can print.46 | Customizable workflows with custom job statuses and ready-made templates.47 |
Canopy
Your practice answers IRS notices as well as filing returns. Canopy’s Tax Resolution add-on pulls IRS transcripts, tracks notices and fills federal and state forms.48 Resolution work is not among Firmary’s published features.17
Drake Tax
You prepare in Drake Tax. Drake Workflow updates each return’s status from activity across Drake’s tools,15 and Firmary has no view of a return’s status, because it doesn’t integrate with tax software.2
Karbon
You prepare in ProConnect Tax. Karbon turns ProConnect Tax returns into work items and syncs their statuses,25 and Firmary has no tax software link.2
Liscio
You want organizers built from each client’s prior-year 1040 without changing your tax software. Liscio reads the return PDF to build the request list.28 Organizers aren’t among Firmary’s published features.17
Soraban
Your bottleneck is keying client documents into the return. Soraban posts extracted data into UltraTax CS, Lacerte, Drake Tax and CCH Axcess for review.38 Firmary doesn’t integrate with tax software.2
TaxDome
You file hundreds of individual returns, add seasonal preparers, and need KBA on every 8879. TaxDome includes unlimited e-signatures, KBA45 and 20 seats in its plan.63 KBA isn’t among Firmary’s published features either.17
The six columns follow a return through the season, from organizer to signed 8879. Each cell quotes the vendor’s own pricing, product or integration page as read on 10 Nov 2026, and the footnote links to it. When we write that something “isn’t listed” or “isn’t mentioned”, we mean on the page named, on that date. Prices are US list prices before discounts, taxes and payment fees. We left out CCH Axcess Practice because its product pages blocked our page reader on 10 Nov 2026, so we had no page to quote for any column. That reflects our check, not the product. We haven’t used these tools on real returns. The Firmary row draws only on what firmary.app publishes.
Firms join the Firmary waitlist and are emailed when they can join.
Each product fact on this page links to a numbered source. Quotes are copied as the page’s text reads on the date shown, spacing included.
Firmary Ours
Firmary is practice management software for US accounting, bookkeeping, and tax firms.
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.
Canopy
Starting at $34 credit/client annual billing; volume discounts available ... $10 connected client/month annual billing; first 5 connections included
Canopy
Questionnaires and checklists you build and send without AI never use a credit.
Canopy
Automatically nudge clients to complete requests or upload documents.
Canopy
$1.25 per KBA credit
Canopy
CCH Axcess (Coming Soon) ... Intuit Proconnect (Coming Soon) ... Save files from Drake Tax to Canopy.
Canopy
Automate task dates, notifications, status and assignee changes, and automate questionnaires and document checklists
Drake Tax
$349.95Yearly 5 GB included Additional storage for $99.95/yr per 25GB Custom branding and portal URL
Drake Tax
Practice Essentials and Practice Essentials Plus are annual subscriptions that begin on the date of purchase and automatically renew each year. Subscriptions cannot be canceled, modified, or refunded during the active term.
Drake Tax
KBA E-Signatures Identity-verified signing Events Cost Per Event 0-99 $2.50 100-499 $2.25 SAVE 10% 500+ $1.75 SAVE 30% Minimum purchase: 5 E-Sign events
Drake Tax
Guided Organizer and Advanced Analytics — labeled coming soon in Drake Portals® and Drake Hub, respectively
Drake Tax
Client Checklists help you track which documents your clients have uploaded. Checklists are dynamic and based on the prior year’s data entry.
Drake Tax
Drake Workflow integrates seamlessly with Drake Tax, Drake Tax Online, Drake Portals and E-signature.
Drake Tax
A centralized dashboard gives you a high-level view of every tax return in your pipeline at a glance. ... Return statuses update automatically based on activity across Drake tools ... Returns that need your action are flagged automatically
Firmary Ours
Firmary’s pricing isn’t published.
Firmary Ours
Firmary covers client requests and documents, forms, tasks, secure messaging, automations, proposals, e-signing, invoices and payments, and time tracking, with PocketFirm as the client side.
Firmary Ours
Firms keep client fields and tags, and reusable forms, emails and engagement-letter templates.
Firmary Ours
Clients review requests, upload documents, complete forms and message the firm in PocketFirm, which carries the firm’s name and logo.
Firmary Ours
Clients use PocketFirm in a web browser on a computer or phone and can add it to the home screen; no app install. For a single request, a client can answer from an emailed link after entering a one-time code, without signing in.
Karbon
Karbon is priced per user. ... Your client count and document volume do not determine the subscription price.
Karbon
Connect StanfordTax directly to your tax software to instantly generate personalized, AI-powered client tax organizers.
Karbon
Business adds automatic client reminders, task automation, and industry integrations.
Karbon
Each eSignature request with knowledge-based authentication uses two credits.
Karbon
tax returns in ProConnect become repeating work items in Karbon, and tax return statuses become filterable work statuses
Karbon
Assign tasks, create work from templates, schedule jobs, and view dashboards.
Liscio
Pricing shown is annual, per user. Monthly plans available, contact us.
Liscio
Liscio reads each client’s prior-year Form 1040 and builds the document request list
Liscio
Create professional client requests with your own questions, sections, and conditional logic.
Liscio
Organizers and document collection eSignature Custom branding ... KBA $2 per signer
Liscio
When the return is done, Smart Tax Delivery sends it back for review and e-signature.
Liscio
The packages below are examples, not integrations.
Liscio
Client tasks, requests, and due dates
Soraban
Log In Request a Demo
Soraban
Most firms already have tools for collecting documents. Portals, emails, spreadsheets, organizers. ... Collect replaces that patchwork with a single system designed to run intake from start to finish.
Soraban
Collect tracks every outstanding document and sends targeted reminders to clients on your behalf.
Soraban
Clients can review and sign 8879s in a simpler, guided flow that makes it easier to complete the return.
Soraban
Connect puts validated data directly into UltraTax, Lacerte, Drake, and CCH Axcess.
Soraban
See exactly where every return stands ... sent, opened, signed, paid. Deliver automatically follows up with clients who haven’t completed their part
Soraban
Soraban connects intake, workpaper prep, data entry, and delivery in one system.
TaxDome
An active client is a client with any activity in the past 12 months, such as logging in, uploading documents, sending messages, or receiving an invoice. Contacts without activity cost nothing.
TaxDome
Collect tax data with customizable, compliant templates.
TaxDome
AI intake is included in every plan, and Atlas is coming soon.
TaxDome
Send required documents, track completion. ... Reminders for tasks, approvals, and unpaid invoices.
TaxDome
Unlimited e-signatures ... IRS-compliant signature requests with KBA.
TaxDome
Works with Drake, ProSeries, UltraTax, ATX, CCH Axcess, and Lacerte.
TaxDome
End-to-end processes for tax, bookkeeping, and CAS.
Canopy
20 years of transcripts, quick and easy
Canopy
ALL STANDARD FEATURES + ... Capacity planning and forecasting ... Custom reporting
Canopy
Schedule a demo and talk with a sales representative to set up a trial.
Canopy
Standard $74 user/month ... Plus $109 user/month
Drake Tax
for just $299.99 per year. ... Drake Workflow is an annual subscription that begins on the date of purchase and automatically renews each year. Subscriptions cannot be canceled, modified, or refunded during the active term.
Firmary Ours
Firmary is pre-launch: firms join a waitlist and are emailed when they can join. There is no self-serve sign-up.
Karbon
Share, assign and comment on emails across your team.
Karbon
Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations
Karbon
Team$59/month, per user, paid annually Or $79/month per user, paid monthly ... Business$89/month, per user, paid annually Or $99/month per user, paid monthly
Liscio
Two plans, plus organizers and deliveries when you need them.
Liscio
Book a tailored demo and we will show File Intelligence on the documents your firm handles most, then help you choose the right plan.
Liscio
$19 per user / month Billed annually per user ... $49 per user / month Billed annually per user
Liscio
You can send organizers and deliveries any time without a bundle. Each one is $7.
TaxDome
Each client account counts on its own. If one person has a personal return and a partnership return, they count as two active clients.
TaxDome
Yes, with the TaxDome AI add-on. The open Model Context Protocol (MCP) connector lets your AI tool read and act on TaxDome data directly.
TaxDome
Pricing starts at 150 active clients, which is $1,500 a year, or about $0.83 per client a month. That minimum applies even if you have fewer than 150 active clients.
TaxDome
Clients beyond 150 are priced in volume bands, from $15 each on their own down to $5 each in the largest band. ... 400 active clients: $4,125 per year ($0.86 per client a month)